Wealth Sales | Wealth Sales RM | Delhi

• Wealth Sales | Wealth Sales RM | Delhi
• Company: Talent City Consultants
• Job Location: New Delhi, Delhi, India
• Employment Type: Full-time
• Role & responsibilities :
• Call Sneha @ hidden_mobile
• Role Overview
• The role involves managing and growing relationships with Affluent and Super Affluent (HNI/UHNI) clients,

driving AUM growth, and delivering comprehensive investment advisory across multiple asset classes. The incumbent will focus on acquisition, portfolio management, and deepening client engagement through tailored wealth solutions.

• Key Responsibilities
• 1. Client Acquisition & Business Development
• Acquire new Affluent & Super Affluent (HNI/UHNI) clients
• Build a strong pipeline and convert prospects into long-term clients
• Identify market opportunities for expanding the client base
• 1. Portfolio & Relationship Management
• Manage clients with investable surplus of 1 Cr+
• Maintain and strengthen relationships to ensure high retention
• Drive AUM growth through continuous engagement and advisory
• 1. Investment Advisory
• Advise clients across asset classes Equity, Mutual Funds, PMS, Structured Products
• Create customized investment strategies aligned with client goals
• Continuously track portfolio performance and rebalance as needed
• 1. Revenue Generation & Wallet Share
• Increase wallet share through cross-selling and upselling of financial products
• Generate revenue via AUM growth and product penetration
• Achieve individual revenue and AUM targets
• 1. Market Research & Insights
• Stay updated on financial markets, products, and investment trends
• Evaluate recent investment opportunities and align them with client portfolios
• Provide timely insights and recommendations to clients
• Candidate Profile
• Experience:
• In Private Banking / Wealth Management / Broking
• Strong exposure to HNI/UHNI client handling
• Client Handling:
• Experience managing clients
• Product Expertise:
• Mutual Funds, PMS, Structured Products, Equity Advisory
• Skills:
• Strong analytical and financial advisory skills
• Excellent communication and relationship-building ability
• Target-driven with a consultative selling approach
• Ability to work collaboratively in a team environment
• Stability Requirement:
• Proven career stability
• Preferred Qualifications
• MBA/PGDM (Finance/Marketing) preferred
• Relevant certifications .